Remote Tax Expert (CPA/EA) — 1040 Specialist

Intuit, Inc.; Fort Myers (FL); Remoto; USD 39.000 - 51.000; Tempo parcial

Resumo da vaga

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms. You will help customers complete their returns using TurboTax products and ensure accuracy and compliance.

This role emphasizes high-quality customer interactions, the use of video tools, and adherence to company standards. A current CPA/EA/Practicing Attorney credential is required, with 2+ years of federal/state return experience and a minimum

Qualificações

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax preparation experience
• 2+ years preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software
• Must possess or obtain state licenses, permits, bonds as applicable
• Must possess an active PTIN
• Willingness to work a minimum of 20 hours per week
• Working knowledge of Circular 230 and basic computer/software proficiency
• Strong customer service skills with professional, friendly communication
• Excellent verbal and written communication; fast-paced environment readiness

Responsabilidades

• Assist TurboTax customers via video interactions to provide tax advice and support
• Provide full-service return preparation and signature
• Answer product and software questions and perform tax calculations
• Document customer interactions and adhere to KPI metrics
• Participate in training, compliance, and skill-building programs

Conhecimentos

Tax preparation

Customer service

Verbal and written communication

Problem solving

Critical thinking

Research skills

Tech-savvy

Bilingual English/Spanish

Descrição da vaga

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with expert guidance, tax preparation, and explanations of tax terms. You will help customers complete their returns using TurboTax products and ensure accuracy and compliance.

This role emphasizes high-quality customer interactions, the use of video tools, and adherence to company standards. A current CPA/EA/Practicing Attorney credential is required, with 2+ years of federal/state return experience and a minimum